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Bourgeon Capital Management’s iShares Gold Trust IAU Stock Holding History

Bourgeon Capital Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,346
Closed -$515K – 119
2025
Q4 		$515K Hold
6,346
– – 0.08% 84
2025
Q3 		$462K Hold
6,346
– – 0.08% 78
2025
Q2 		$396K Hold
6,346
– – 0.08% 83
2025
Q1 		$374K Hold
6,346
– – 0.08% 88
2024
Q4 		$314K Buy
6,346
+1,500
+31% +$75.4K 0.06% 104
2024
Q3 		$241K Hold
4,846
– – 0.05% 100
2024
Q2 		$213K Hold
4,846
– – 0.04% 106
2024
Q1 		$204K Hold
4,846
– – 0.04% 108
2023
Q4 		$189K Hold
4,846
– – 0.04% 102
2023
Q3 		$170K Buy
4,846
+970
+25% +$35.4K 0.04% 99
2023
Q2 		$141K Buy
3,876
+400
+12% +$15K 0.03% 114
2023
Q1 		$130K Hold
3,476
– – 0.03% 106
2022
Q4 		$120K Hold
3,476
– – 0.03% 119
2022
Q3 		$110K Hold
3,476
– – 0.03% 108
2022
Q2 		$119K Sell
3,476
-295,218
-99% -$10.5M 0.03% 105
2022
Q1 		$11M Sell
298,694
-346,667
-54% -$12.4M 2.49% 16
2021
Q4 		$22.5M Buy
645,361
+3,031
+0.5% +$104K 4.63% 1
2021
Q3 		$21.5M Buy
642,330
+8,051
+1% +$274K 4.59% 1
2021
Q2 		$21.4M Buy
634,279
+20,042
+3% +$693K 4.6% 1
2021
Q1 		$20M Sell
614,237
-973
-0.2% -$33.3K 4.43% 1
2020
Q4 		$22.3M Buy
615,210
+258,741
+73% +$9.26M 5.51% 1
2020
Q3 		$12.8M Sell
356,469
-89,010
-20% -$3.25M 3.89% 1
2020
Q2 		$15.1M Buy
445,479
+53,380
+14% +$1.75M 5.38% 1
2020
Q1 		$11.8M Buy
392,099
+185,128
+89% +$5.6M 6.12% 1
2019
Q4 		$6M Buy
206,971
+1,525
+0.7% +$43.3K 2.83% 12
2019
Q3 		$5.79M Buy
+205,446
New +$5.79M 3.14% 11

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bourgeon Capital Management's IAU Position: Q1 2026 in Review

Bourgeon Capital Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 6,346 shares — an estimated $515K sold.

Bourgeon Capital Management first reported a position in IAU in Q3 2019 and held it in 26 quarters. The position peaked at $22.5M in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bourgeon Capital Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 6,346 iShares Gold Trust shares in Q1 2026, an estimated $515K.
  • Bourgeon Capital Management first reported a position in iShares Gold Trust in Q3 2019 and held it in 26 quarters.
  • Bourgeon Capital Management's iShares Gold Trust position peaked at $22.5M in Q4 2021.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.